Soa Wealth Advisors, Llc. Berkshire Hathaway Inc Class B Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 24,455 shares of BRK-B stock, worth $9.92 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

24,455

Previous 24,635 0.73%

Holding current value

$9.92 Million

Previous $8.79 Million 17.04%

% of portfolio

2.15%

Previous 1.93%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$359.29 - $420.52 $64,672 - $75,693	-180 Reduced 0.73%	24,455 $10.3 Million
Q4 2023 Jan 10, 2024	SELL	$331.71 - $362.68 $230,870 - $252,425	-696 Reduced 2.75%	24,635 $8.79 Million
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $74,998 - $81,505	-220 Reduced 0.86%	25,331 $8.87 Million
Q2 2023 Jul 07, 2023	SELL	$309.07 - $341.0 $117,446 - $129,580	-380 Reduced 1.47%	25,551 $8.71 Million
Q1 2023 Apr 28, 2023	SELL	$293.51 - $320.37 $26,709 - $29,153	-91 Reduced 0.35%	25,931 $8.01 Million

Q4 2022 Jan 10, 2023	BUY	$264.0 - $318.6 $10,032 - $12,106	38 Added 0.15%	26,022 $0
Q3 2022 Oct 07, 2022	BUY	$264.32 - $306.65 $49,163 - $57,036	186 Added 0.72%	25,984 $6.94 Million
Q2 2022 Jul 13, 2022	BUY	$267.52 - $353.1 $267 - $353	1 Added 0.0%	25,798 $7.04 Million
Q1 2022 Apr 07, 2022	BUY	$300.79 - $359.57 $380,499 - $454,856	1,265 Added 5.16%	25,797 $9.1 Million
Q4 2021 Jan 13, 2022	BUY	$273.64 - $300.17 $1,094 - $1,200	4 Added 0.02%	24,532 $7.36 Million
Q3 2021 Oct 12, 2021	BUY	$272.66 - $291.28 $178,319 - $190,497	654 Added 2.74%	24,528 $6.69 Million
Q2 2021 Jul 14, 2021	SELL	$258.2 - $292.52 $454,948 - $515,420	-1,762 Reduced 6.87%	23,874 $6.64 Million
Q1 2021 Apr 26, 2021	SELL	$227.36 - $263.99 $309,891 - $359,818	-1,363 Reduced 5.05%	25,636 $6.55 Million
Q4 2020 Mar 10, 2021	BUY	$200.7 - $233.92 $5.42 Million - $6.32 Million	26,999 New	26,999 $6.48 Million

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $528B

More about BRK-B

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Soa Wealth Advisors, Llc. Berkshire Hathaway Inc Class B Transaction History